Clockwise Capital uses artificial intelligence and a team of investment professionals to create investment portfolios. The AI analyzes market trends and economic data to build portfolios that adapt to changing conditions. Independent advisors oversee these AI-driven portfolios, acting in the client's best interest. Clockwise Capital matches clients with advisors to provide planning for retirement, income, taxes, and estate.
Fee Structure
Clockwise Capital manages investments for a fee that will generally not exceed 1.5% per year, paid quarterly in advance. The fee is negotiable based on the services provided, the amount of assets managed, and the time and expertise required. Clients receive statements from the custodian detailing account holdings, transactions, and fees charged.
For "Qualified Clients," Clockwise Capital charges 1.5% of assets under management along with a 20% performance fee based on capital appreciation above a 20% hurdle rate.